Wealth Advisor

UMB Financial Corporation

Rockford, IL, US
Base: $63,830.00 - $136,580.00; bonus/equity: annu...
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Deliver comprehensive wealth management advice
Collaborate with integrated team members
Develop deep understanding of financial planning
** UMB Financial Corporation is seeking a hybrid Wealth Advisor for their Private Wealth Management team in Rockford, IL. The role focuses on delivering personalized financial advice, collaborating with a team of professionals to create comprehensive wealth strategies for clients. **

Job Summary

  • The role involves leading a highly integrated team-based approach to ensure client priorities are at the center of every action.
  • Candidates will deliver wealth, financial planning, insurance, investment, and estate planning advice while partnering with the Private Banking team.
  • The company offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and a comprehensive health plan.

Matching Summary

Match Score: 75

** UMB Financial Corporation is seeking a hybrid Wealth Advisor for their Private Wealth Management team in Rockford, IL. The role focuses on delivering personalized financial advice, collaborating with a team of professionals to create comprehensive wealth strategies for clients. **

Salary

Base: $63,830.00 - $136,580.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, PTO, medical/dental/vision, adoption assistance

Skills & Requirements

Must-have

  • Deliver comprehensive wealth management advice
  • Collaborate with integrated team members
  • Develop deep understanding of financial planning

Nice-to-have

  • High level of emotional intelligence
  • Effective personal networking skills
  • Culture carrier and great teammate

Key Requirements

  • Bachelor's degree in relevant field
  • FINRA Series 65 license or ability to attain within 90 days
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter